Business tasks you're doing manually (but shouldn't be)

Hey UpFlippers,

Let's talk about those tasks you're doing over...and over... and over again. You know the ones—they eat up your time, drain your energy, and somehow always end up at the bottom of your to-do list. Today, we're fixing that.

The new client welcome dance

We've all been there—a new client signs up, and you spend the next 20 minutes hunting down your welcome email, pricing sheet, and process documents. Then you copy, paste, edit, and hope you didn't miss anything.

Here's the fix: Create one master welcome sequence. Set it up once, use it forever. Include:

• Your introduction

• Next steps

• FAQ answers

• Pricing details

• Process overview

The best part? This takes 30 minutes to set up and saves you hours every month. Plus, your clients get better, more consistent information.

The quote-creation time sink

Stop writing the same quotes over and over. Seriously. It's 2024, and you're still copying and pasting from old documents?

Create a simple template system that:

• Pulls in your standard pricing

• Includes your popular services

• Adapts to specific needs

• Looks professional every time

The trick isn't just leveraging templates—it's having a system that allows you to fill in three or four fields, and your quote is ready to go. What used to take 30 minutes now takes 5.

The invoice chase

Here's a task nobody loves: following up on unpaid invoices. But here's the thing—you don't need to manually check who's paid and who hasn't or send those awkward "Just checking in" emails.

Set up automatic payment reminders that:

• Send before the due date

• Follow up after

• Thank clients when they pay

• Track everything for you

Now you're only getting involved when there's actually an issue to solve. Everything else happens automatically.

The scheduling spiral

"How about Tuesday at 2?" "Can't do Tuesday, how's Wednesday?" "Wednesday's bad, what about Thursday?"

Sound familiar? This email ping-pong is killing your productivity. Instead:

Create a simple booking link that:

• Shows when you're free

• Lets clients pick their time

• Sends confirmations

• Handles rescheduling

• Syncs with your calendar

You just went from six emails per meeting to zero. Think about that.

The info-gathering loop

Every business has basic information they need from clients. Most are still requesting it through scattered emails and messages.

Create one simple form that:

• Gathers all needed info

• Sends it where it needs to go

• Triggers your next steps

• Stores everything in one place

This isn't just about saving time—it's about never having to ask a client for the same information twice.

Asked and answered

This week, we asked our team, “What's everyone raving about right now inside the Academy?” Their answer probably isn’t what you had in mind…

It’s a 💩Poop Scoopin' 💩 business. 

To be clear...a $2.4M/year poop scoopin’ business. 

That’s right, William Milliken makes $200,000 a month.

The wild part?

• He started with just $174

• Got 350 customers in 90 days

• Works less than 10 hours a week

• Has 30% profit margins

• His systems run without him

We convinced Will to break down his entire business model inside the UpFlip Academy.

The best part? It will work in any city.

Simple + Profitable + No competition = Perfect business

Head to the Academy for your 10-day trial, no obligations. 

Start here

Remember: You don't have to fix everything at once. Start with what hurts most. Pick the task that annoys you most. Seriously—which one made you groan just reading about it? That's your starting point.

Spend 20 minutes today:

• Creating one template

• Setting up one automation

• Building one form

Best,
The UpFlip Team

What did you think of this week’s newsletter?

And which task are you going to automate first? Hit reply and let us know!